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AI & Digital WorkersFinancial Services
Underwriter Meeting AI Assistant
Deployed custom NLP and generative AI worker automating loan documentation workflows.
The Challenge
Underwriters spent 6+ hours weekly transcribing client interviews, cross-referencing audit logs, and documenting loan files.
Our Solution
We deployed an AI worker using whisper models and AWS Bedrock to automatically summarize meeting records and compare financial points against lender underwriting standards.
Delivery Approach
The assistant launched in 4 weeks. The delivery squad featured 1 Senior AI/ML Engineer and 1 Account Architect.
"Our underwriters save over six hours each week on routine intake and documentation."— Chief Risk Officer, Capital Funding Group